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Viewing customer and subscription details
Viewing customer and subscription details
Rob Farmer avatar
Written by Rob Farmer
Updated over a week ago

Viewing customer details

To view details about a customer click the Customer menu option at the top of the application.

Then search for your customer by name and click the customer name to view details about that customer.
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You will be able to see various details about a customer such as:

  • MRR and ARR

  • List of this customer's subscriptions and one time fees

  • Invoices and Sales Receipts associated with this customer

  • Revenue and Journal Entries

  • Details such as: Acquisition date and churn date

Viewing subscription details

To view details about a subscription click it's name.

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